We are live on ! Find out more

486 hedge funds and large institutions have $6.97B invested in XPO in 2021 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 163 increasing their positions, 150 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more call options, than puts

Call options by funds: $105M | Put options by funds: $80.2M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

7.18% more ownership

Funds ownership: 125.14%132.32% (+7.2%)

10% more first-time investments, than exits

New positions opened: 89 | Existing positions closed: 81

9% more repeat investments, than reductions

Existing positions increased: 163 | Existing positions reduced: 150

3% more capital invested

Capital invested by funds: $6.78B → $6.97B (+$190M)

0% more funds holding

Funds holding: 484486 (+2)

Holders
486
Holders Change
+2
Holders Change %
+0.41%
% of All Funds
7.48%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.14%
New
89
Increased
163
Reduced
150
Closed
81
Calls
$105M
Puts
$80.2M
Net Calls
+$24.5M
Net Calls Change
+$13.2M
Name Holding Trade Value Shares
Change
Change in
Stake
FG
151
Formula Growth
Quebec, Canada
$3.48M
BCM
152
Beck Capital Management
Texas
$3.48M -$11.9K -257 -0.3%
Ensign Peak Advisors
153
Ensign Peak Advisors
Utah
$3.36M -$6.35M -136,553 -65%
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
$3.29M +$71.6K +1,540 +2%
RJFSA
155
Raymond James Financial Services Advisors
Florida
$3.12M -$171K -3,674 -5%
LSA
156
L & S Advisors
California
$3.1M +$3.13M +67,418 New
LP
157
LMR Partners
United Kingdom
$3.1M +$3.13M +67,320 New
Holocene Advisors
158
Holocene Advisors
New York
$3.08M +$3.11M +67,010 New
CIC
159
Carnegie Investment Counsel
Ohio
$3.06M +$512K +11,023 +20%
Comerica Bank
160
Comerica Bank
Texas
$3.04M -$4.31M -92,662 -54%
Stifel Financial
161
Stifel Financial
Missouri
$3.02M -$220K -4,731 -7%
Envestnet Asset Management
162
Envestnet Asset Management
Illinois
$2.97M +$446K +9,597 +17%
GIA
163
Gateway Investment Advisers
Ohio
$2.97M +$17K +365 +0.6%
PIP
164
Polarity Investment Partners
California
$2.93M +$2.96M +63,742 New
LIP
165
Lighthouse Investment Partners
Florida
$2.89M +$2.92M +62,779 New
Barclays
166
Barclays
United Kingdom
$2.79M -$8.42M -181,286 -75%
Treasurer of the State of North Carolina
167
Treasurer of the State of North Carolina
North Carolina
$2.72M +$18K +387 +0.7%
COPPSERS
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.53M +$11K +236 +0.4%
PCM
169
Penn Capital Management
Pennsylvania
$2.47M +$230K +4,941 +10%
OPERF
170
Oregon Public Employees Retirement Fund
Oregon
$2.47M -$176K -3,790 -7%
AI
171
Aperture Investors
New York
$2.38M -$9.37M -201,624 -80%
Voloridge Investment Management
172
Voloridge Investment Management
Florida
$2.32M +$2.35M +50,514 New
TRCT
173
Tower Research Capital (TRC)
New York
$2.25M +$2.07M +44,453 +1,003%
Aviva
174
Aviva
United Kingdom
$2.23M -$50.7K -1,091 -2%
Twin Tree Management
175
Twin Tree Management
Texas
$2.2M +$852K +18,339 +62%

XPO Hedge Fund Activity: Q4 2021 in Review

486 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in XPO (XPO) for Q4 2021, worth a combined $6.97B — up 2.8% from $6.78B a quarter earlier.

Buyers outnumbered sellers: 89 funds opened new XPO positions and 81 closed out — a net gain of 8 holders — while 163 added to existing stakes and 150 trimmed.

The largest buyer was Massachusetts Financial Services, opening a new position worth an estimated $104M. The largest seller was Goldman Sachs, cutting an estimated $63.6M.

  • 486 institutional investors held XPO (XPO) as of Q4 2021, up from 484 in Q3 2021.
  • Funds reported $6.97B of XPO stock for Q4 2021, up 2.8% quarter-over-quarter.
  • 89 funds opened new XPO positions in Q4 2021 and 81 closed out, a net change of +8 holders.
  • The largest XPO buyer in Q4 2021 was Massachusetts Financial Services, an estimated $104M added.
  • The largest XPO seller in Q4 2021 was Goldman Sachs, an estimated $63.6M sold.

Based on aggregated 13F filings for Q4 2021.